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  • More
    • Home
    • About Us
      • Meet the team
      • In the Community
    • Services Offered
      • Financial
      • Tax
      • Insurance
      • Social Security/Medicare
    • Newsletters
    • Insurance
    • Social Security

618-466-0100

  • Home
  • About Us
  • Services Offered
  • Newsletters
  • Insurance
  • Social Security

Newsletters

I think it's time to start planning for retirement. Where do I begin? (pdf)Download
Taking Advantage of Employer-Sponsored Retirement Plans (pdf)Download
Housing Options for Older Individuals (pdf)Download
Understanding Investment Terms and Concepts (pdf)Download
A Woman's Guide to Health Care in Retirement (pdf)Download
Planning Lessons for Educators (pdf)Download
Saving and Investing Wisely (pdf)Download
Rollovers (pdf)Download
Seven Things You May Not Know About IRA RMDs (pdf)Download
Women Living in the Sandwich Generation (pdf)Download
5 Qs and As about Social Security Claiming Rules (pdf)Download
4 Things You Need to Know About the Social Security Spousal Benefit (pdf)Download

Market Review

Annual Market Review 2018 (pdf)Download
Weaver 3Q 2018 Market Review (pdf)Download
Weaver 2Q 2018 Market Review (pdf)Download
Weaver 1Q 2018 Market Review (pdf)Download

  • SECURITIES & INVESTMENT ADVICE OFFERED THROUGH INVESTMENT PLANNERS, INC, (MEMBER OF FINRA/SIPC), AND IPI WEALTH MANAGEMENT, INC. 226 W. ELDORADO ST., DECATUR, IL 62522. 217-425-6340          
  • Check the background of this firm on FINRA’S BROKERCHECK. Check the background of the Investment Professionals on FINRA’S BROKERCHECK.   
  • Neither Investment Planner, Inc. nor IPI Wealth Management, Inc. provide tax or legal services, please contact your tax or legal professional for these services.

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